Original filing (PDF)20250521114957NAL0002784416001

STOCKARD & ASSOCIATES, INC.

Name: STOCKARD & ASSOCIATES, INC. — STOCKARD & ASSOCIATES, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: STOCKARD & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

STOCKARD & ASSOCIATES, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOCKARD & ASSOCIATES, INC..

Plan sponsor

Name

STOCKARD & ASSOCIATES, INC.

EIN

26-2140030all filings

Address

11601 SHADOW CREEK PKWY STE 1 · SUITE 111 PMB 372 · PEARLAND, TX · 77584

Phone

(713) 757-2469

Industry